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China Stimulate its Domestic Solar Energy Market through a Generous Subsidy Program

April 3, 2009

Analysis of:ANALYSIS-China solar subsidy chases cleantech jobs | www.alertnet.org

It is surprising to most people when China announced the subsidy program to the world. China had always preferred wind energy to solar due to solar energy's high cost nature. The subsidy program will hopefully help boost China's domestic demand and consumption for solar energy

There are at least three reasons China shall be worried about the safety of U.S. debt

March 16, 2009

Analysis of:China worried about safety of U.S. debt | money.cnn.com

By June China is the largest foreign holder of US securities of $1.2 trillion. 45% of the holdings are in long-term treasuries. US is running a deficit of $765 billion for the first 5 fiscal months of 2009. Obama and his government is going to pump more money hoping to stimulate the economy. Chinese government is worried and shall be worried when simply looking into these numbers. Its investment is exposed to risks.

China Needs More Ports

February 25, 2009

Analysis of:China Port Investments Risky | www.glgroup.com

China's container ports will see a slow down, however, majority of China's ports is for bulk cargo. China is still trying to catch up with container ports construction. Just an example, Shanghai port, the largest one, only had 10% container cargo a few years ago.

How will China Spend its US $2 trillion Foreign Exchange Reserve in 2009?

February 25, 2009

Analysis of:How will China Spend its US $2 trillion Foreign Exchange Reserve in 2009? | keeglobaladvisors.typepad.com

1. China is taking advantage of its keep pocket to secure natural resources supply 2. US Treasury Securities are no longer the only channel for China to release its foreign exchange reserves 3. RMB may stay stable or even go lower vs. US dollar

Opportunities in China's Infrastructure for 2009 - Waterborne Transportation

February 20, 2009

Analysis of:Opportunities in China's Infrastructure for 2009 - Waterborne Transportation | keeglobaladvisors.typepad.com

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China's Solar Energy Market and Thin Film Industry

January 19, 2009

Analysis of:China's Solar Energy Market and Thin Film Industry | keeglobaladvisors.typepad.com

The analysis looks into China's solar energy market, the trend of thin film cell, and China's potential demand for solar energy.

Morgan Stanley to raise cash or to withdraw before storms come

January 8, 2009

Analysis of:Morgan Stanley's China property head resigns | www.reuters.com

Morgan Stanley had been very aggressive in Asia's real estate market in the past 5 years. The resignation of its star dealmaker in China either sends us a signal that real estate bubble in Asia may burst or that Morgan Stanley is trying to raise quick cash.

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